Three key considerations for a successful turnaround August 6, 2021 | Ginny Housum Ginny Housum, senior vice president and workout specialist at UMB Bank, was recently recognized by the Turnaround Management Association (TMA) Minnesota for her work as trustee on a successful turnaround that included the stabilization and asset sale of a 90-unit senior care …
Paul Barausky talks about the acceleration of e-commerce in this clip from the webinar, “TRENDEMIC: Are You Prepared for a Changed World?”.
Paul Barausky discusses the impact of the COVID-19 pandemic on the five classes of real estate in this except from the webinar, “TRENDEMIC: Are You Prepared for a Changed World?”.
Mark Twain once said, “History doesn’t always repeat itself but it often rhymes.” Find out how Twain’s quote applies to cities in this except from the webinar, “TRENDEMIC: Are You Prepared for a Changed World?”.
What do employers and employees say about returning to the office post-pandemic? Paul Barausky looks at survey results in this except from the webinar, “TRENDEMIC: Are You Prepared for a Changed World?”.
Paul Barausky discusses how workers used their commute time in this except from the webinar, “TRENDEMIC: Are You Prepared for a Changed World?”.
Angela Barbera discusses increased acceptance of Single Family Rental as an asset class in this excerpt from the webinar, “Three Defining Moments for the Single-Family Rental Sector”.
Brian Mitts talks about how the Single Family Rental sector is different today in this excerpt from the webinar, “Three Defining Moments for the Single-Family Rental Sector”.
Angela Barbera and Brian Mitts discuss demand drivers in the Single Family Rental space in this excerpt from the webinar, “Three Defining Moments for the Single-Family Rental Sector”.
Angela Barbera and Brian Mitts discuss the Great Recession’s impact on the Single Family Rental asset class in this except from the webinar, “Three Defining Moments for the Single-Family Rental Sector”.
Corey Maple talks about Legendary’s unique way of driving value in this clip from the webinar, “The Heat is on This Summer for Hospitality”.
Corey Maple explains Legendary Capital’s new spin on the 721 Exchange in this clip from the webinar, “The Heat is on This Summer for Hospitality”.
Watch as Corey Maple gives an update on U.S. occupancy in the hotel sector in this clip from the webinar, “The Heat is on This Summer for Hospitality”.
UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds October 11, 2021 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), today announces the launch of its automated optical character recognition (OCR) processing program. The technology enables faster, more accurate processing of handwritten …
CAIS Expands Independent Broker Dealer Relationships with Alts Education September 28, 2021 | Business Wire CAIS Expands Independent Broker Dealer Relationships with Alts Education CAIS IQ empowers financial advisors and home offices with personalized alternative investment education, insights, and data analytics CAIS, the leading alternative investment platform, today announced CAIS IQ is supporting independent broker …
Alternative Investment Exchange (AIX) Partners with InvestX October 5, 2021 | Alternative Investment Exchange Partnership reflects a commitment to innovative alliances that help push access to alternative investments to more broker-dealers Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth managers and fund sponsors to do business in alternatives, …
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David Fisher discusses proposed amendments to Section 138312 in this clip from Inside the V(ALT).
David Fisher describes some of the Section 1031 lobbying efforts taking place and provides some educational and advocacy resources in this clip from Inside the V(ALT).
David Fisher talks about the wide-reaching effects, including unintended consequences, of proposed changes to Section 1031 in this clip from Inside the V(ALT).
Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage September 28, 2021 | James Sprow A Blue Vault ALTSTECH Series Webinar September 9, 2021 Panelists: Bill Robbins, CEO of WealthForge Drew Jackson, President and CEO of Concorde Investment Services James Brunger, Executive VP National Sales from Capital Square These industry experts discussed …
An Option for Streamlined Settlement of Private Placement Bonds September 1, 2021 | Tim Cook In conjunction with capital raises for a fund, sponsors may also issue bonds to the investors. In this situation, sponsors need a trustee and/or paying agent and an approach for settling the private placement bonds themselves. We may already be …
iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market Strengthens commitment to financial advisor education September 22, 2021 | iCapital Network iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio), …
In 2019, the people behind CAIS, a $13 billion alternative investments platform founded a decade earlier, were not totally satisfied…
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